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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,268 | $199,109+8.6% | $173,730+24.5% | $154,746+39.8% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 26.32% | 20.02%+6.3pp | 19.96%+6.4pp | 172.34%-146.0pp |
| Employer contribution / active EE | $24,262 | $5,311+356.8% | $4,577+430.0% | $4,379+454.0% |
| Participant deferral / active EE | $17,157 | $7,113+141.2% | $6,326+171.2% | $6,730+154.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |